Integrations Fluent Forms Clientary
Fluent Forms + Clientary

Connect Fluent Forms and Clientary to Build Intelligent Automations

Choose a Trigger

Fluent Forms

When this happens...

Choose an Action

Clientary

Automatically do this!

Ready to use Fluent Forms and Clientary automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Form Submission

New Form Submission

Triggered when a new form is submitted in Fluent Forms.

New Expense

New Expense

A new expense in Clientary.

New Project

New Project

Triggered when a new project is created in Clientary.

New Client

New Client

Triggered when a new client is created in Clientary.

New Estimate

New Estimate

Triggered when a new estimate is created in Clientary.

New Invoice

New Invoice

A new invoice is created in Clientary.

Do thisActions

Action is the task that follows automatically within your Fluent Forms integrations.

Create Client

Create Client

Create a new client in Clientary.

Create Expense

Create Expense

Create a new expense in Clientary.

Create Task

Create Task

Create a task inside Clientary.

Create Entry

Create Entry

Create A New Entry.

Create Invoice Payment

Create Invoice Payment

Create A New Invoice Payment.

Update Expense

Update Expense

Update an exsiting expense.

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Frequently Asked Questions

How do I start an integration between Fluent Forms and Clientary?

To start, connect both your Fluent Forms and Clientary accounts to viaSocket. Once connected, you can set up a workflow where an event in Fluent Forms triggers actions in Clientary (or vice versa).

Can we customize how data from Fluent Forms is recorded in Clientary?

Absolutely. You can customize how Fluent Forms data is recorded in Clientary. This includes choosing which data fields go into which fields of Clientary, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Fluent Forms and Clientary?

The data sync between Fluent Forms and Clientary typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Fluent Forms to Clientary?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Fluent Forms and Clientary?

Yes, you can set conditional logic to control the flow of data between Fluent Forms and Clientary. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Fluent Forms

About Fluent Forms

Fluent Forms is a powerful and user-friendly form builder that allows users to create custom forms for their websites with ease. It offers a wide range of features including drag-and-drop form building, conditional logic, and integration with various third-party services, making it ideal for businesses and individuals looking to streamline their data collection processes.

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Clientary

About Clientary

Online invoicing and time tracking for small businesses and freelancers. Clientary helps you get paid quicker and painlessly helps you manage your staff and projects.

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